Financial Planning

The Housekey team have an academic background in financial planning and experience working at asset management companies servicing clients with a variety of complex needs.

Helping our clients make comprehensive financial plans that hit financial targets is at the base of what we do.

Real estate is just one asset class out of many that we use to create successful financial outcomes for our clients. Before any investments are made it is important that you have a solid financial plan. After all, if you don’t know what your financial goals are, it will be impossible to reach them.